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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,447 | $111,535-42.2% | $105,223-38.8% | $137,256-53.0% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 17.27% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,813 | $3,939-54.0% | $3,689-50.9% | $4,156-56.4% |
| Participant deferral / active EE | $5,313 | $5,500-3.4% | $5,072+4.8% | $6,407-17.1% |
| Admin fee / account holder | $1,623 | $9,721-83.3% | $8,859-81.7% | $12,270-86.8% |